We’re happy to announce that the newest episode of Bespokecastis now available to the general public both here and via the various podcast platforms. Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well!

In this new episode of Bespokecast we explore a new format: a shorter conversation on a specific topic rather than a wide-ranging interview. Guillermo Roditi Domínguez, a founder and managing director of New River Investments, joins us to discuss the fiscal impact of the government shutdown. Guillermo is our first repeat guest; you can listen to our previous conversation here. This conversation is focused on the economic impact of the government shutdown, using uniquely analyzed data on US Treasury income tax witholdings published in close to real-time to gauge the labor market and income impacts of the shutdown. You can follow New River on Twitter here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

Our newest episode of Bespokecastis now available! Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well!

In this episode of Bespokecast, we sit down with Kevin Muir, the Market Strategist for Canadian investment management firm East West Management. In addition to a long experience in cash equities and derivatives working at Canadian banks, Kevin traded a personal portfolio for almost two decades, gaining wide experience across global markets. In his current role, he helps set strategy for East West’s portfolios and hedge funds. He also writes a free newsletter called The Macro Tourist, which serves as both a trading journal and exploration of issues facing global markets. In our conversation today, we talk about Kevin’s fascinating career path, the recent history and outlook for federal reserve policy, and modern monetary theory (MMT). Kevin offers some great perspectives that we hope investors of all types can learn from. You can follow Kevin on Twitter here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

Our newest episode of Bespokecastis now available! Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well!

In this episode of Bespokecast, we sit down with Patrick Wyman, the host of popular podcast Tides of History. Patrick is a historian with a PhD from the University of Southern California with a broad range of knowledge on antiquity, the middle ages, and the early modern period. Instead of our usual focus on investing and contemporary analysis, this week Patrick helps us compare and contrast how four very different economies (late Roman, Medieval, early modern, and our own) compare, where similarities lie, and how they were different. Using four different institutions as focal points for comparative analysis, Patrick helps us understand the functioning of a Roman estate, a medieval manor, an early modern trading house, and a modern corporation and what key drivers of activity, market intensity, and relationships to the state they all have. This conversation was a significant departure from our typical format, but we found it fascinating and hope you do too. You can follow Patrick on Twitter here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

Our newest episode of Bespokecastis now available! Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well!

In this episode of Bespokecast, we have a long conversation with Horacio Coutino of ETM Analytics. Horacio joined us from Mexico City to help explain the world of Mexican politics ahead of a hugely consequential election on July 1st. In addition to some very helpful background about the history of Mexican politics, we meet some of the major players and discuss the likely victory for left-wing candidate Andrés Manuel López Obrador (“AMLO”). Also important are ongoing NAFTA renegotiations. They will be impacted by the election in some very specific ways, which Horacio elaborates on. We also discuss the broader world of EM investing, what it takes to build a business in Mexico, and a number of other topics. You can follow Horacio on Twitter here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

Our newest episode of Bespokecastis now available! Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well!

In this episode of Bespokecast, we talk to Jim O’Shaughnessy of O’Shaughnessy Asset Management. Jim is an investor and market commentator who has published numerous books (including the seminal What Works On Wall Street) and papers on the market. He is the founder, chairman, and CIO of OSAM. Jim holds a degree in economics from the University of Minnesota, having also studied at the University of Georgetown. His career includes time spent in venture capital, as a consultant for institutional investors, and as a portfolio manager.

In our wide-ranging conversation, we discuss the rational expectations theory of economics, his approach to building portfolios, the behavioral foibles of investors large and small, how to replicate and even improve upon the portfolios of managers that outperform, and Jim’s love of chamber music. You can follow Jim on Twitter here. During our conversation, Jim mentions a talk he gave at Google, which you can watch here.

This is a must-listen (as are all of our podcasts!) for anyone looking to become a better investor. (That should mean everyone reading this!)

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.

Our newest episode of Bespokecastis now available! Be sure to subscribe to Bespokecast on your preferred podcast app to gain access to our full collection of episodes. We’d also love for you to provide a review as well!

In this episode of Bespokecast, we talk to Ernie Tedeschi of Evercore ISI. Ernie is a policy economist and Head of Fiscal Analysis, and has been immersed in analysis of public policy his entire career. He’s had broad experience in the private sector, as well as working at the US Treasury for several years in a policy evaluation role. In our discussion, we focus on the current policy backdrop for the US, primarily through the lens of the newly released long-term budget and economic growth forecasts updated by the CBO in early April. We also review Fed policy, and get Ernie’s thoughts on Amazon’s HQ2, the outlook for the Bay Area, and more. You can follow Ernie on Twitter hereand see what he’s writing on Medium here.

To listen to our newest episode or subscribe to the podcast via iTunes, GooglePlay, OvercastFM, or Stitcher, please click the button or links below. Please note that third-party podcast feeds may update at a lag of a few hours to this blog post.